Alibaba Has a $20 Billion Cloud Opportunity

We believe the public cloud opportunity in China is significantly large, Alibaba Group Holding is positioned to win this market and that AliCloud is an asset that can grow into $65 billion-$70 billion in valuation over the next five years.

We remain bullish on Alibaba (ticker: BABA) stock, think the near-term is exceptionally strong for the commerce...